Hartford Multifact Dev MRKTRODMETF
13F holders, Q2 2024 (June 30)108holders −5
7new positions
16sold out
1famous investor
$27.63avg. 13F price*
At the end of Q2 2024, 108 institutions reported holding Hartford Multifact Dev MRKT (RODM) in their 13F filings, down 5 from Q1 2024. 7 opened new positions and 16 sold out. The largest holders were Cerity Partners LLC ($140.9M), Morgan Stanley ($101.9M) and Hartford Funds Management Co LLC ($92.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hartford Multifact Dev MRKT
- Filed as
- LATTICE STRATEGIES TR (Q2 2024)
- CUSIP
- 518416102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.9M |
| Exits | 16 | $22.9M |
All 13F filers, Q1 2024 → Q2 2024: 680,366 shares bought and 4,551,990 shares sold, net −3,871,624 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Cerity Partners LLC | 0.38% | Add +0.4% | 5,099,670 | $140.9M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 3,689,427 | $101.9M |
| Hartford Funds Management Co LLC | 8.67% | Add +0.0% | 3,345,605 | $92.4M |
| Bank of America Corp. | 0.01% | Add +0.9% | 2,848,088 | $78.7M |
| Mill Creek Capital Advisors, LLC | 1.58% | Reduce -11.7% | 2,253,681 | $62.3M |
| Foster & Motley Inc. | 3.62% | Add +1.7% | 1,908,324 | $52.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -1.3% | 1,278,758 | $35.3M |
| Raymond James & Associates | 0.02% | Reduce -2.4% | 1,011,276 | $27.9M |
| Mariner, LLC | 0.05% | Reduce -0.9% | 862,473 | $23.8M |
| WCG Wealth Advisors LLC | 1.73% | Add +8.1% | 843,387 | $23.3M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 761,642 | $21.0M |
| Trilogy Capital Inc. | 1.00% | Reduce -37.4% | 666,789 | $18.4M |
| Private Advisor Group, LLC | 0.12% | Add +48.8% | 656,431 | $18.1M |
| Kestra Investment Management, LLC | 0.99% | — | 527,678 | $14.6M |
| Arden Trust Co | 1.87% | Reduce -26.6% | 486,191 | $13.4M |
| Captrust Financial Advisors | 0.04% | Add +7.1% | 480,075 | $13.3M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.7% | 464,825 | $12.8M |
| UBS Group AG | 0.00% | Reduce -75.5% | 458,393 | $12.7M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -17.2% | 371,627 | $10.3M |
| Goldstein Advisors, LLC | 1.67% | Add +5.2% | 360,304 | $10.0M |
| Clarius Group, LLC | 0.54% | Reduce -17.6% | 275,879 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +7.7% | 272,750 | $7.5M |
| Lido Advisors, LLC | 0.05% | Add +9.5% | 234,314 | $6.6M |
| Vawter Financial, Ltd. | 3.89% | Reduce -6.1% | 205,340 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.4% | 197,658 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -56.2% | 187,058 | $5.2M |
| Randall & Associates Wealth Management | 4.63% | Add +0.3% | 186,106 | $5.1M |
| Evergreen Capital Management LLC | 0.18% | Reduce -2.0% | 179,284 | $5.1M |
| IAG Wealth Partners, LLC | 0.92% | Reduce -5.6% | 166,468 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -3.9% | 145,972 | $4.0M |
| Howard Financial Services, LTD. | 0.57% | Reduce -13.4% | 125,002 | $3.5M |
| MAI Capital Management | 0.03% | New | 124,302 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +20.2% | 121,629 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 116,581 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -28.0% | 106,546 | $2.9M |
| WESCAP Management Group, Inc. | 0.79% | Reduce -0.3% | 100,779 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.3% | 98,960 | $2.7M |
| Sowa Financial Group, Inc. | 1.80% | Reduce -22.3% | 85,931 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.0% | 81,977 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 78,081 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.3% | 77,328 | $2.1M |
| Fermata Advisors, LLC | 0.44% | Reduce -2.9% | 69,222 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -14.0% | 66,709 | $1.8M |
| Cobblestone Capital Advisors LLC | 0.11% | Add +8.3% | 62,024 | $1.7M |
| Flagstar Securities, Inc. | 0.42% | Reduce -1.0% | 53,844 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 48,456 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.6% | 35,458 | $979K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.1% | 31,774 | $882K |
| Allworth Financial LP | 0.01% | Reduce -31.5% | 29,559 | $839K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.8% | 29,162 | $807K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.1% | 27,611 | $763K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.4% | 27,322 | $755K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.0% | 26,688 | $737K |
| Cranbrook Wealth Management, LLC | 0.18% | Reduce -16.0% | 26,590 | $734K |
| Jones Financial Companies LLLP | 0.00% | Add +800.8% | 26,419 | $730K |
| Client 1ST Advisory Group, LLC | 0.25% | Reduce -1.5% | 20,693 | $572K |
| West Michigan Advisors, LLC | 0.18% | No change | 20,000 | $564K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 19,917 | $550K |
| Citigroup Inc. | 0.00% | Reduce -27.1% | 19,664 | $543K |
| Larson Financial Group LLC | 0.04% | New | 19,202 | $530K |
| Eagle Strategies LLC | 0.10% | New | 18,945 | $523K |
| Intrua Financial, LLC | 0.08% | Reduce -10.6% | 18,574 | $513K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.2% | 18,115 | $500K |
| White Pine Investment CO | 0.15% | No change | 18,081 | $499K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 16,786 | $464K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | No change | 16,637 | $460K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,637 | $460K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -20.8% | 16,421 | $454K |
| Raymond James Trust N.A. | 0.01% | No change | 15,999 | $442K |
| First PREMIER Bank | 0.12% | Reduce -48.9% | 15,700 | $434K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.7% | 15,017 | $415K |
| Arkadios Wealth Advisors | 0.03% | No change | 14,652 | $405K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | New | 12,694 | $351K |
| Jane Street Group, LLC | 0.00% | Reduce -94.0% | 12,584 | $348K |
| SlateStone Wealth, LLC | 0.04% | No change | 12,126 | $335K |
| Stifel Financial Corp. | 0.00% | Reduce -27.7% | 11,998 | $331K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -94.6% | 10,572 | $292K |
| Comerica Bank | 0.00% | Reduce -15.1% | 8,885 | $245K |
| BKM Wealth Management, LLC | 0.12% | Add +0.8% | 8,671 | $240K |
| Kathleen S. Wright Associates Inc. | 0.11% | No change | 8,292 | $229K |
| Financial Advocates Investment Management | 0.01% | Reduce -2.6% | 8,195 | $226K |
| Sanctuary Advisors, LLC | 0.00% | — | 8,191 | $225K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -6.9% | 8,095 | $224K |
| Citadel Advisors | 0.00% | Reduce -96.2% | 7,695 | $213K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.0% | 7,453 | $206K |
| IFP Advisors, Inc | 0.01% | Reduce -23.3% | 7,351 | $203K |
| Parallel Advisors, LLC | 0.00% | No change | 5,243 | $145K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.1% | 4,996 | $138K |
| FMR LLC | 0.00% | Add +139.2% | 4,182 | $116K |
| Evermay Wealth Management LLC | 0.02% | Reduce -4.9% | 4,072 | $115K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,035 | $111K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -55.3% | 2,968 | $82K |
| Spire Wealth Management | 0.00% | No change | 2,280 | $63K |
| Private Trust Co. NA | 0.01% | Add +7.1% | 2,084 | $58K |
| Gleason Group, Inc. | 0.01% | New | 1,826 | $50K |
| TrinityBridge Ltd | 0.00% | No change | 1,170 | $32K |
| Tucker Asset Management LLC | 0.01% | No change | 1,065 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 545 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 543 | $15K |
| Cwm, LLC | 0.00% | No change | 450 | $12K |
"% of holder's portfolio" is RODM's weight in each manager's 13F, not the share of Hartford Multifact Dev MRKT the manager owns.